Advisers
Editorial writing on Advisers from The Family Office Almanac.
2 articles
Editor's pick
Northwestern Mutual puts 40 specialists behind a family office label
On 29 September 2026 Northwestern Mutual launched Family Office Services, a retainer-funded bench of more than 40 in-house specialists for clients with at least $50 million. The structure says something about what the term now covers.
Regulation
What the 'family office' label does not buy: an SEC suit over $40m in note sales
The SEC has sued a firm called Sanders Family Office, alleging it sold around $40 million in promissory notes without a broker licence. The case is a reminder that the label carries no regulatory weight.
23 June 2026
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